RPS Consolidation Coordinator
About The Position
The Consolidation Coordinator works on an inbound and outbound phone-based team to help John Hancock 401(k) participants consolidate external retirement accounts into their John Hancock 401(k) accounts. The coordinator guides participants through the roll-in process and helps them manage their retirement assets. The position is intended for someone seeking to build a career in the retirement industry; the team will support the successful candidate in obtaining required FINRA licenses and developing knowledge of the retirement plan industry. The role also involves working with financial intermediaries to bring roll-in business into John Hancock 401(k) plans, managing workflows and follow-up, and delivering professional service. The position is a hybrid role based in the Atlanta, Georgia salary location. The advertised role is an existing vacancy.
Requirements
- Bachelor’s degree with a focus in Business, Finance, or a related field.
- Ability to obtain FINRA Series 6 and Series 63 licenses within six months of hire.
- Strong customer service, communication, and negotiation skills.
- Ability to clearly communicate and promote the benefits of the program and services provided.
- Ability to consult effectively with customers and financial intermediaries.
- Ability to succeed in a collaborative team environment.
- Strong attention to detail and ability to prioritize and remain organized in a multitasking environment.
- Ability to work independently while contributing toward shared goals and targets.
Nice To Haves
- Previous experience in the financial services industry.
- Experience in a phone-based customer service, contact centre, or sales environment.
- Knowledge of retirement plans, 401(k) accounts, rollovers, or asset-consolidation processes.
- Experience working with plan providers, plan administrators, third-party administrators, or financial advisors.
Responsibilities
- Serve on an inbound and outbound phone-based team focused on driving new roll-in assets for John Hancock.
- Educate 401(k) participants about the benefits of consolidating retirement assets into their John Hancock 401(k) account.
- Support new and existing participants through the roll-in process, including obtaining authorization on rollover paperwork and contacting plan providers, plan administrators, and third-party administrators.
- Qualify opportunities and follow up on outstanding cases.
- Work with financial intermediaries, including plan consultants, third-party administrators, and financial advisors, to channel roll-in business into John Hancock 401(k) plans.
- Deliver superior service in a professional manner.
- Enter, manage, and prioritize workflows to track potential roll-in opportunities.
- Share successful education approaches and process-improvement ideas within the team.
- Share knowledge proactively to help ensure team objectives are achieved.
- Contribute to team goals.
- Take inbound calls as required.
- Handle smaller, segmented cases.
Benefits
- Customizable health, dental, mental health, and vision benefits.
- Short- and long-term disability insurance.
- Life and AD&D insurance coverage.
- Adoption/surrogacy and wellness benefits.
- Employee and family assistance plans.
- Retirement savings plans, including pension and 401(k) savings plans, and a global share ownership plan with employer matching contributions.
- Financial education and counseling resources.
- Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year in the U.S.
- Statutory leaves of absence.
- Incentive programs and incentive compensation tied to business and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
